One Ascent Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $263 Million distributed in 178 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unified Ser Tr Oneascent Core with a value of $55.1M, Unified Ser Tr Oneascent Large with a value of $30.3M, Unified Ser Tr Oneascent Intl with a value of $28.5M, Unified Ser Tr Oneascent Emerg with a value of $22.7M, and Vanguard Intermediate Term Tre with a value of $17.3M.
Examining the 13F form we can see an increase of $71.1M in the current position value, from $192M to 263M.
One Ascent Wealth Management LLC is based out at Birmingham, AL
Below you can find more details about One Ascent Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$263 Million
ETFs: $122 Million
Technology: $10.2 Million
Financial Services: $10.1 Million
Consumer Cyclical: $6.05 Million
Consumer Defensive: $5.73 Million
Industrials: $4.89 Million
Healthcare: $4.63 Million
Utilities: $4.38 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
